How to view and use the tools on the company cards in the Directory.
1. Navigate to the "Directory" page in PlanHub. This will take you to the Networking Directory.
2. The company cards represent each Subcontractor/Supplier account that matches your search tools. The Search tools are in the search results section.
3. The company card contains the company name, badges earned, main contact name, main contact number, main contact email, and tools to connect with them.
Subcontractors have multiple Badges they can earn:
- Gold crown: (Subs and Suppliers) The company has purchased additional tools from PlanHub.
- Blue Hammer: (Subs and Suppliers) The company bids at least two projects per month on PlanHub. This is a great indicator that a company is looking for more work.
- Green checkmark: (Sub only) The company has filled out the Prequalification form.
4. Each company card contains multiple areas for information and tracking.
You can see the company's full user list by clicking on the team member count.
Example: "8 team members"
5. A new window will open with the full contact list including names, roles, phone numbers, emails, and a quick option to message one contact or the full group.
- To message one contact click the "envelope" icon.
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Enter your message, if needed you can attach documents for quick sharing, and Click "Send".
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6. Once sent, your message(s) and any responses will be on the "Messages" page.
7. You can also save "Notes" that are only visible to you/your team members on your account.
*Tip: When there are no saved notes, the button has a white background. Notice that the "Note" button changes color when notes have been saved. Click on the notes to see your team's notes.
Click "Notes" on the Company Card to start a new note
8. When saving a note fill in all sections with an asterisk (*), then click "Create Note".
9. Click on the notes to see your team's notes and scroll down on the right to see note history.
10. On the company card, you can see if a company is in your Network.
If there is a plus (+) they are not in your network.
If there is a Minus (-) they are in your network.
*Tip: How to Upload your Subcontractor and Supplier Network
11. You can view if this company has been active on any of your project postings by clicking "Activity On My Projects".
12. To open up a company's full profile click on the company name on the company card.
